Semus Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Semus Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.32M	Buy	6,645 +13	+0.2%	+$8.84K	2.41%	11
2025 Q4	$4.52M	Buy	6,632 +14	+0.2%	+$9.46K	2.44%	12
2025 Q3	$4.41M	Sell	6,618 -131	-2%	-$84K	2.5%	9
2025 Q2	$4.17M	Sell	6,749 -214	-3%	-$122K	2.7%	6
2025 Q1	$3.9M	Sell	6,963 -194	-3%	-$114K	2.71%	5
2024 Q4	$4.19M	Buy	7,157 +75	+1%	+$44.2K	2.78%	6
2024 Q3	$4.06M	Buy	7,082 +236	+3%	+$130K	2.84%	5
2024 Q2	$3.73M	Buy	6,846 +950	+16%	+$497K	2.88%	6
2024 Q1	$3.08M	Buy	5,896 +453	+8%	+$226K	2.6%	7
2023 Q4	$2.59M	Buy	5,443 +769	+16%	+$343K	2.12%	9
2023 Q3	$2M	Buy	4,674 +338	+8%	+$150K	1.86%	11
2023 Q2	$1.92M	Buy	4,336 +1,086	+33%	+$456K	1.77%	11
2023 Q1	$1.33M	Buy	3,250 +668	+26%	+$267K	1.43%	11
2022 Q4	$987K	Buy	+2,582	New	+$992K	1.2%	14

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Semus Wealth Partners's SPY Position: Q1 2026 in Review

Semus Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.2% in Q1 2026, buying an estimated $8.84K and bringing the position to 6,645 shares worth $4.32M. The position accounts for 2.41% of the portfolio, ranked #11.

Semus Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.52M in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Semus Wealth Partners held 6,645 shares of State Street SPDR S&P 500 ETF Trust worth $4.32M as of Q1 2026.
Semus Wealth Partners bought 13 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $8.84K.
State Street SPDR S&P 500 ETF Trust made up 2.41% of Semus Wealth Partners's portfolio in Q1 2026, its #11 holding.
Semus Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Semus Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.52M in Q4 2025.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.